TrustRadius

BD Corporate vs. ReportWa

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.3 out of 10
N/A
BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.N/A
ReportWa
Score 6.4 out of 10
N/A
ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse…N/A
Pricing
BD CorporateReportWa
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BD CorporateReportWa
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
BD CorporateReportWa
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
BD CorporateReportWa
Small Businesses
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Medium-sized Companies
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
BD CorporateReportWa
Likelihood to Recommend
8.0
(1 ratings)
6.4
(1 ratings)
User Testimonials
BD CorporateReportWa
Likelihood to Recommend
S&P Global Inc.
It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.
Verified User
Anonymous
Read full review
Hexaview Technologies Inc.
Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word
MS
Manas Singh
IT Architect
Read full review
Pros
S&P Global Inc.
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
Verified User
Anonymous
Read full review
Hexaview Technologies Inc.
  • Automate generation of reports
  • User Intuitive customizable dashboard
  • Drag and drop ability for cutomization
  • one click publish and distribute reports
  • Integration with Microsoft Word and Excel
  • Marketing and Sales report
  • Distribution through email
  • Role based access to dashboards
MS
Manas Singh
IT Architect
Read full review
Cons
S&P Global Inc.
  • Interface - the current dashboard is very "old" looking and could see improvement.
  • Ease of use - the email distribution could be easier to navigate.
  • Updating of investor contacts - the database is sometimes stale.
Verified User
Anonymous
Read full review
Hexaview Technologies Inc.
  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML
MS
Manas Singh
IT Architect
Read full review
Alternatives Considered
S&P Global Inc.
FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.
Verified User
Anonymous
Read full review
Hexaview Technologies Inc.
Light weight and cheap compared to other vendor solution. Does the job.
MS
Manas Singh
IT Architect
Read full review
Return on Investment
S&P Global Inc.
  • Able to improve the overall investor ownership in our stock.
  • Track the conference and meeting engagement to create a strategic outbound plan.
Verified User
Anonymous
Read full review
Hexaview Technologies Inc.
  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution
MS
Manas Singh
IT Architect
Read full review
ScreenShots

ReportWa Screenshots

Screenshot of Design pixel perfect reports using MS Word and Excel.Screenshot of Create User Intuitive dynamic dashboards.Screenshot of Empowers you to perform a comprehensive Audit Log with a single click.